Authoring Maintenance Plans

Both Maintenance Plan Templates and Location Maintenance Plans are authored and maintained using the same Update Maintenance Plan dialog.

where scheduled service is due. These lines are maintained on the Detail Lines tab of the Maintenance Plan dialog.

In the Setup/Franchise/Enterprise Manager, right click on the Maintenance Plan Templates folder and choose New Maintenance Plan Template.
Use the Maintenance Plan tab to define the plan. (The fields are described in the About Maintenance Plans topic).
Switch to the Detail Lines tab - doing so will enable the Add, Update and Remove tools in the toolbar.
SC lines must be added before SP and PPI lines may be added. Add SCs using the Add | Service Category tool, and selecting the appropriate one from the list. (See Note 1 below).
Add an SP to an SC by highlighting the appropriate SC in the list, then selecting the Add | Service Package tool, then selecting the appropriate SP from the list.
Add a PPI to an SC by highlighting the appropriate SC in the list, then using the Add | Pinpoint Inspection tool, then selecting the appropriate PPI from the list.
For each line (including Service Category header lines), a multiple of the minimum service interval may be specified by highlighting the line and using the Update tool. In the picture below a Brake Fluid Flush Service Package is highlighted. It is scheduled every 60,000 kilometres or 600 days, which is a factor of 10 times the minimum use interval.
Repeat steps 3 - 6 as you build your Maintenance Plan definition.
To remove a line, highlight it and select Remove.

The Toolbar Tools

Choose Cancel to close the dialog without saving your changes.
Choose Print to print or print preview the Maintenance Plan.
Choose Remove to remove the highlighted Maintenance Plan line item. (Note that you may not remove a Service Category Line that has SP or PPI lines below it - you must remove them first.)
Choose Update to update the highlighted line item as described above.
Choose Add to insert a new SC, SP, or PPI line, as described above.
Choose Save to save your changes to the Maintenance Plan and close the dialog.

NOTE 1: You may define Maintenance Plans using Service Categories only. If you do, you must define minimum service intervals for the Service Category line. If a Service Category line is added with no SPs or PPIs, any work done in the Service Category will satisfy the Maintenance Plan for the purposes of Service Forecasting. However if SPs and / or PPIs are added to an SC, you must not define service intervals for the SC header.

NOTE 2: Only template service packages and pin-point inspections may be added to maintenance plans. Services and inspections that are unique to the location can not be placed on maintenance plans.

Tip: If a service that you plan to use on a maintenance plan has several variations, consider this; you want to put a lube, oil and filter on a maintenance plan but you would like to have separate packages for 5W30, 10W30 and Synthetics. Rather than have to create a maintenance plan for each type of oil change - do this. Have one master oil change package template. In the location manager, import the template, rename it to define the package and customize it for 5W30 oil. Import the same template into the location manager and rename it to define the 10W30 package. Do the same for all other oil change packages. The maintenance plan uses the template package so any service package used that is linked or created from the template will satisfy the service being performed.

Authoring Maintenance Plans

The Maintenance Plan Detail Lines Tab

The Toolbar Tools